Evelyn Romero
Ontario,CA
Summary
Results-driven representative with expertise in managing loan portfolios and ensuring compliance in financial services. Bilingual communication skills strengthen client relationships and enhance service delivery. Proven ability to maintain accurate documentation and provide strategic solutions to account issues, contributing to operational efficiency.
Overview
6
6
years of professional experience
Work History
Tax and Insurance Representative
AmeriNational Community Servicing
Downey, USA
11.2024 - Current
- Processed payments for homeowner insurance policies and property taxes, ensuring timely nationwide transitions and compliance with regulations.
- Performed annual escrow analysis on loans to verify accuracy and compliance.
- Utilized CRM software to efficiently manage client relationships and track interactions.
- Managed PMI payments and account information for mortgage insurance providers to uphold service standards.
- Maintained detailed audit documentation to support internal controls and enhance quality assurance processes.
Loan Servicing Specialist
AmWest Funding, Corp.
Brea, USA
06.2022 - 10.2024
- Monitored delinquent loans to assist management in maintaining loan portfolio health.
- Conducted collection calls to ensure timely payments and resolve customer inquiries.
- Provided strategic solutions for account issues during inbound and outbound calls.
- Collaborated with escrow team to verify active insurance and property tax policies, ensuring compliance.
- Guided borrowers on completed escrow analysis and necessary payment adjustments.
- Educated clients regarding insurance claims procedures and documentation requirements.
Customer Care Representative
Aston Carter Staffing: American Honda Motor Co.
Chino, USA
03.2021 - 06.2022
- Assisted customers with inquiries via phone and email while ensuring compliance with company protocols.
- Connected customers to appropriate departments through responsive handling of incoming calls.
- Provided technical support for new and existing models and products.
- Collaborated with internal teams on active account cases to ensure seamless resolution.
- Maintained comprehensive records of customer engagement by documenting each interaction.
Education
Associate - Business Administration Management
Chaffey College
Rancho Cucamonga, CASkills
- Loan portfolio management
- Customer support and service
- Reporting proficiency
- Time management strategies
- Organizational effectiveness
- Multitasking abilities
- Team collaboration skills
- Adaptability and flexibility
- Bilingual: Spanish and English
- Effective communication skills
Timeline
Tax and Insurance Representative
AmeriNational Community Servicing
11.2024 - Current
Loan Servicing Specialist
AmWest Funding, Corp.
06.2022 - 10.2024
Customer Care Representative
Aston Carter Staffing: American Honda Motor Co.
03.2021 - 06.2022
Associate - Business Administration Management
Chaffey College